Senior Wealth Management Professional

1 day ago


Mumbai, Maharashtra, India Equirus Full time

We are seeking a seasoned Senior Wealth Management Professional to join our Wealth Management Team:

Key Responsibilities:

  • Lead the Wealth Management space with 8-12 years of experience.
  • Develop strong leadership and team management skills.
  • Hold an MBA from a premier business school.
  • Gain a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
  • Proficiency in English is mandatory, and knowledge of local languages is beneficial.
  • Collaborate with channel partners to generate leads & business.
  • Excellent communication and presentation skills.

Qualifications:

  • Onboard, handle, and manage HNI / Ultra HNI clients.
  • Accountable for achieving Annual revenue, AUM & Strategic product targets in the respective geography.
  • Achieve consistent growth of customer wallet share and book size.
  • Advise and meet clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
  • Regularly review client portfolios and provide a bird's eye view.
  • Work in partnership with Federal Bank to drive leads & AUM.
  • Service existing clients with the support of the client servicing team.
  • Adhere to all regulatory, statutory, and corporate compliance standards.


  • Mumbai, Maharashtra, India Nuvama Wealth Full time

    Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...


  • Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...


  • Mumbai, Maharashtra, India Riverforest Connections Private Limited Full time

    Job PurposeThe role requires a skilled professional to cater to the investment needs of mass affluent clients, meeting revenue targets through client acquisition and asset under management (AUM) targets. The successful candidate will ensure all processes are followed, aligning with the organization's ethos.Key ResponsibilitiesRecommend investment products...


  • Mumbai, Maharashtra, India Goldman Sachs Full time

    Job Opportunity: Asset & Wealth Management, Fundamental Equities, Analyst, IndiaGoldman Sachs' Asset & Wealth Management division is seeking a highly motivated individual to join our team as an Associate in Fundamental Equities, India. As a key member of our team, you will be responsible for supporting senior sector analysts in covering listed companies in...


  • Mumbai, Maharashtra, India Yubi Group Full time

    About the Job:The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...


  • Mumbai, Maharashtra, India Goldman Sachs Full time

    Job OpportunityGoldman Sachs is seeking a highly motivated individual to join our Asset & Wealth Management team as an Associate. The successful candidate will work closely with senior sector analysts to cover listed companies in their sectors.Responsibilities:Conduct in-depth research on companies and sectors to provide insightful analysis and...


  • Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time

    Job Title: Wealth ManagerAt Emkay Global Financial Services Ltd, we are seeking a highly skilled and experienced Wealth Manager to join our team.Key Responsibilities:Acquire and manage high net worth clients with investable surplus of 1 Cr. - 5 Cr and above.Provide comprehensive financial planning and portfolio services to clients.Execute transactions post...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    About Neo Wealth and Asset Management:At Neo Wealth and Asset Management, we are seeking a highly skilled Senior Network Architect to join our Infrastructure team. As a key member of our team, you will be responsible for designing, implementing, and managing our network infrastructure, ensuring the highest level of security and performance.Key...


  • Mumbai, Maharashtra, India ConsultBae India Private limited Full time

    Job Title: Senior Wealth ManagerAs a Senior Wealth Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. Your role will involve a deep understanding of financial markets,...


  • Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Job Title: Senior RM WealthAbout the Role:We are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    Transaction ManagerAs a key member of our team at Neo Wealth and Asset Management, you will play a pivotal role in driving sales and delivering exceptional advisory services for luxury residential properties. Your focus will be on building and maintaining strong relationships with high-net-worth clients, ensuring seamless transactions, and providing...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    Graphic Design Internship OpportunityAs a Graphic Design Intern at Neo Wealth and Asset Management, you will collaborate closely with our marketing and creative teams to develop engaging visual content that strengthens our brand and communication efforts.Key Responsibilities:Visual Asset Creation: Assist in designing impactful visuals for presentations,...


  • Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Job Title: Senior Wealth Relationship ManagerWe are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management...


  • Mumbai, Maharashtra, India PEOPLEOCITY LLP Full time

    Job Title: Virtual Wealth ManagerAt PEOPLEOCITY LLP, we are seeking a skilled Virtual Wealth Manager to join our team. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve their financial goals.Key Responsibilities:Build and maintain relationships with...


  • Mumbai, Maharashtra, India Cielo Talent Full time

    About Cielo TalentCielo Talent is a leading provider of recruitment process outsourcing (RPO) services, dedicated to helping organizations find and hire top talent. Our team of experts is passionate about delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are seeking a Senior Search Consultant to join our team...


  • Mumbai, Maharashtra, India Corenza Full time

    About CorenzaCorenza is a digital family office that offers personalized wealth management services to high net worth individuals. With a team of experienced professionals, including CAs, CFAs, CFPs, and MBAs, we provide comprehensive financial solutions to our clients.Role and ResponsibilitiesAs a Wealth Advisor at Corenza, you will be responsible for...


  • Mumbai, Maharashtra, India PEOPLEOCITY LLP Full time

    Job Profile:We are seeking a skilled Wealth Management Specialist to join our team at PEOPLEOCITY LLP. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals.Key Responsibilities:Build and maintain relationships with clients through virtual...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    About Neo Wealth and Asset Management:We are a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Our platform stands on three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Our team has amassed over USD 3 Billion (₹25,000 Cr.) of...


  • Mumbai, Maharashtra, India Yubi Group Full time

    About Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, and fulfillment, we empower individuals to seize opportunities and drive growth. With a Series B fundraising round of $137...


  • Mumbai, Maharashtra, India Talent Corner Full time

    Key ResponsibilitiesWe are seeking an experienced Wealth Advisor to drive HNI client acquisition by targeting Affluent & Super Affluent segments. The ideal candidate will cultivate relationships, grow Assets Under Management (AUM), advise on investments, and enhance portfolios.RequirementsThe successful candidate will have expertise in investments, markets,...